SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 33,848 Value ($000) $1,530 Avg Close — Range —
Q3 2025
Shares 33,162 Value ($000) $1,425 Avg Close — Range —
Q2 2025
Shares 33,162 Value ($000) $1,327 Avg Close — Range —
Q1 2025
Shares 33,041 Value ($000) $1,194 Avg Close — Range —
Q4 2024
Shares 29,818 Value ($000) $990 Avg Close — Range —
Q3 2024
Shares 29,299 Value ($000) $1,095 Avg Close — Range —
Q2 2024
Shares 29,271 Value ($000) $1,027 Avg Close — Range —
Q1 2024
Shares 27,524 Value ($000) $974 Avg Close — Range —
Q4 2023
Shares 27,046 Value ($000) $912 Avg Close — Range —
Q3 2023
Shares 15,406 Value ($000) $497 Avg Close — Range —
Q2 2023
Shares 15,406 Value ($000) $497 Avg Close — Range —
Q1 2023
Shares 12,903 Value ($000) $403 Avg Close — Range —
Q4 2022
Shares 17,578 Value ($000) $511 Avg Close — Range —
Q3 2022
Shares 17,578 Value ($000) $442 Avg Close — Range —
Q2 2022
Shares 8,654 Value ($000) $245 Avg Close — Range —
Q1 2022
Shares 8,654 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 8,440 Value ($000) $274 Avg Close — Range —